Estate Planning, Probate & Tax Law

With over 20 years of experience and an LLM in Tax Law, Attorney Laurie Bejoian is passionate about helping individuals and families create comprehensive estate plans that protect their assets and ensure their wishes are carried out. We understand that estate planning is a personal and sensitive matter, and we approach each case with care and professionalism.

Our Estate Planning services include:

Wills and Trusts:

We assist clients in drafting wills and establishing trusts to distribute their assets according to their wishes. We work closely with clients to understand their unique circumstances and develop personalized estate plans that address their specific needs.

Powers of Attorney and Advance Directives:

We help clients designate trusted individuals to make financial and healthcare decisions on their behalf in the event of incapacity. We also assist in creating advance directives, such as living wills and healthcare proxies, to ensure clients’ medical wishes are honored.

Estate Tax Planning:

We provide strategies to minimize estate taxes and maximize the value of assets passed on to beneficiaries. We stay updated on the latest tax laws and regulations to provide clients with effective tax planning solutions.

Probate Law

Navigating the probate process can be complex and overwhelming. Our attorneys are experienced in handling all aspects of probate administration and provide compassionate support to clients during this difficult time.

Our Probate services include:

Estate Administration:

We guide executors and administrators through the probate process, ensuring that all legal requirements are met. We assist in inventorying assets, paying debts and taxes, and distributing assets to beneficiaries.

Will Contests and Disputes:

In cases where there are disputes regarding the validity or interpretation of a will, we provide skilled representation and strive to resolve conflicts through negotiation and mediation, but are prepared to litigate if necessary.

Trust Administration:

Our firm assists trustees in fulfilling their fiduciary duties and managing trust assets. We provide guidance on trust accounting, beneficiary distributions, and compliance with legal requirements.

Guardianships and Conservatorships:

If a loved one is unable to make decisions due to incapacity, we can help establish guardianships or conservatorships to protect their interests. Our attorneys work diligently to ensure the well-being and financial security of vulnerable individuals.

Our Tax Services include:

Tax Resolutions:

We guide individuals and corporations through the process of resolving outstanding IRS, State and Local Tax issues, ensuring that Tax notices and demands are addressed and responded to in a timely manner. We assist in advocating for Taxpayer Installment Agreements and Offers in Compromise.

Tax Analysis:

We analyze the best organizational structure for new and existing companies, self-employed individuals, and partnerships to ensure the best possible financial structure and growth for the organization.

If you have any questions or require legal assistance in the areas of estate planning, tax or probate law, please do not hesitate to contact us. Burke & Associates is here to guide you through the complexities of these areas of law.